Level:
Advanced
Audience: Banks and Service Providers
Description: This is
a one-day intensive course for people who respond to RFPs. It is
very hands-on with the participants practicing with live cases and
samples of real RFPs.
Agenda:
1.
It begins with the customer
- Why customers
issue RFPs
- Types
of RFPs
- Objectives
and motives
- What
do they want out of the process
2.
Preparing to write the proposal
- Information
you need before you start writing
- Important
questions to ask
- What
are the customer's priorities
- What
if your customer is using a consultant?
- Using
the Proposal Template
3.
Elements of a Proposal
- Executive
summary
- Current
situation and objectives
- Recommendations
and proposed solutions
- Technical
details
- Pricing
and pro forma analysis
- Service
level guarantees
- Relationship
team
- Implementation
- References
4.
It ends with the customer
- What
is the appropriate format?
- Not all
customers are the same
- Not all
proposals are the same
- When
to use Word, when to use PowerPoint
- Group
exercise
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Allman-Ward Associates, Inc.